Open AI:s vd Sam Altman tycker sig se en AI-bubbla vara på väg

Open AI:s vd Sam Altman tycker sig se en AI-bubbla vara på väg att bildas i takt med att investeringarna i industrin skenar iväg. 

”När bubblor uppstår blir smarta människor överentusiastiska över en kärna av sanning. Befinner vi oss i en fas där investerare som helhet är överentusiastiska över AI? Min åsikt är ja. 

Är AI det viktigaste som har hänt på mycket länge? Min åsikt är  ja”, sade han.

DI 18 augusti 2025 

https://www.di.se/live/open-ai-vd-n-spar-ai-bubbla-nar-investeringar-skenar/


OpenAI  $500 Billion Valuation

https://www.bloomberg.com/news/articles/2025-08-06/openai-in-talks-for-share-sale-valuing-startup-at-500-billion


The warning signs the AI bubble is about to burst

Shock sell-off after study warns most investments in artificial intelligence get zero returns

https://www.telegraph.co.uk/business/2025/08/20/ai-report-triggering-panic-and-fear-on-wall-street/


Nathan Thooft is no market bear

His team at Manulife Investment Management, which oversees $160 billion, still holds a modest overweight in stocks. 

But as US markets jump from record to record, he’s been trimming big winners, buying bonds and adding a layer of protection with longer-dated options.

“Markets are getting overly complacent,” said Thooft, the chief investment officer of multi-asset solutions at the Boston-based firm.

https://www.bloomberg.com/news/articles/2025-08-15/wall-street-wrestles-with-hedging-conundrum-as-valuations-swell


B-ordet åter. B som i Bubbla.

https://englundmacro.blogspot.com/2025/07/b-ordet-ater-b-som-i-bubbla.html




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